So way back when I used to use Mint.com to help me manage my finances. It worked great until Intuit bought them, ended the app, and redirected their customers to CreditKarma. I hated getting spam messages and haven’t used a personal finance app for years. I finally set up ActualBudget and it great for budgeting but I want to keep track of investments, retirement holdings, property, and things outside of the monthly budget. I don’t think ActualBudget does that. Are there any self hosted projects that helps me keep track of stocks, property, and other assets?
I use Actual and my solution is to just report the differences in investments value at the end of each week as a transaction. It’s not great but it affords me an opportunity to see trends in a different way and make adjustments feeling a little more informed. I even put my car in and just check KBB every year and update it. Helps with the year end net worth evaluation though it’s not the most flexible.